EOI

Eaton Vance Enhanced Equity Income Fund
EOI

Overview Fund Activity

83 hedge funds and large institutions have $156M invested in Eaton Vance Enhanced Equity Income Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+6
Holders Change %
+7.79%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
23
Reduced
25
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
1
Concurrent Investment Advisors
Florida
$2.91M
2
Wells Fargo
2
Wells Fargo
California
$6.93M
3
AAS
3
Ameritas Advisory Services
Nebraska
$1.45M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$916K
5
CA
5
Cornerstone Advisors
North Carolina
$4.12M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.6M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.21M
3
BMCM
3
Bryn Mawr Capital Management
Pennsylvania
$228K
4
Invesco
4
Invesco
Georgia
$6.89M
5
RJA
5
Raymond James & Associates
Florida
$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
26
Corient Private Wealth
Florida
$915K – – –
DADC
27
D.A. Davidson & Co
Montana
$846K -$36.3K -1,992 -4%
FAIM
28
Financial Advocates Investment Management
Washington
$845K – – –
LCM
29
Landscape Capital Management
New Jersey
$759K -$151K -8,257 -17%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$721K +$19.9K +1,089 +3%
SFS
31
Shaker Financial Services
Virginia
$699K -$1.08M -59,127 -61%
Stifel Financial
32
Stifel Financial
Missouri
$688K -$4.34K -238 -0.6%
HighTower Advisors
33
HighTower Advisors
Illinois
$680K +$131K +7,146 +24%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$600K +$51.5K +2,823 +9%
BKA
35
Brick & Kyle Associates
Pennsylvania
$595K -$24.5K -1,338 -4%
CAN
36
Cetera Advisor Networks
California
$588K +$711 +39 +0.1%
RJT
37
Raymond James Trust
Florida
$558K -$14.6K -800 -3%
GPA
38
Guerra Pan Advisors
New Jersey
$531K -$30.5K -1,672 -5%
Jane Street
39
Jane Street
New York
$496K +$496K +27,215 New
RVPG
40
Relative Value Partners Group
$491K – – –
ATPW
41
Ashton Thomas Private Wealth
Arizona
$385K +$1K +55 +0.3%
AWS
42
Atria Wealth Solutions
New York
$325K -$364K -19,991 -53%
CA
43
Cetera Advisors
Colorado
$305K +$305K +16,758 New
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
$275K +$20.5K +1,122 +8%
SWP
45
Stratos Wealth Partners
Ohio
$252K -$58.5K -3,210 -19%
SBIA
46
Sheaff Brock Investment Advisors
Indiana
$248K +$820 +45 +0.3%
BMCM
47
Bryn Mawr Capital Management
Pennsylvania
$228K -$1.95M -11,195 -90%
HF
48
HRT Financial
New York
$215K +$215K +11,818 New
SWA
49
Stratos Wealth Advisors
Ohio
$209K +$2.19K +120 +1%
SWM
50
Stockman Wealth Management
Montana
$201K – – –
1
2
3 4